Means Investment Co., Inc. Activity Analysis: Q2 2026 Portfolio Changes
Means Investment Co., Inc.'s portfolio saw significant adjustments in Q2 2026, including new positions and notable increases/decreases across various holdings.
As of June 30th, 2026, Means Investment Co., Inc. has made several noteworthy changes to its investment strategy reflected in the portfolio's holdings.
New Positions Added
The investor established new positions during this quarter:
- Means Investment Co., Inc. added a substantial position in the Vanguard World Fund ETF (MGK), increasing its portfolio allocation to 3.13%.
- The JPMorgan Exchange-Traded Fund (JPIE) was initiated, now representing 1.75% of the portfolio value at an estimated $23.1 million.
Significant Increases in Holdings
In addition to new positions, Means Investment Co., Inc. significantly increased its stake in several existing holdings:
- Means Investment Co., Inc. boosted its position in the Invesco Exchange Traded Fund (XLG) by approximately 3.86 percentage points, adding $60k worth of shares and increasing its allocation to 7.52%.
- The JPMorgan Institutional Bond ETF (JBND) saw a significant increase, rising by about 9.67%, equivalent to roughly $41k in additional stock value, now holding 1.91% of the portfolio.
Decreases and Holding Changes
The investor also reduced its holdings or changed them for several stocks:
- Means Investment Co., Inc.'s position in the Vanguard Equity Fund (VOO) decreased by approximately 0.69%, equivalent to about $8k reduction, now accounting for 17.88% of the portfolio.
- The American Century ETF TR (AVUV) allocation dropped slightly from its previous level, representing a decrease of around 2.23% in shares during this period.
Exits or Reduced Holdings
Furthermore, the investor appears to have exited or significantly reduced positions in:
- Means Investment Co., Inc. sold shares of Netflix (NFLX), reducing its allocation by approximately 65.47% during the quarter, leaving only a negligible 0.06% stake.
No Activity Disclosed in Some Areas
The portfolio data does not disclose any significant buying or selling activity for certain sectors:
- Healthcare sector holdings (AAPL, etc.) show no change in their allocation percentages during this period.
- No changes were disclosed specifically within the Energy or Consumer Defensive sectors based on available data.